Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$256K Sell
2024
Q3
$297K Hold
2024
Q2
$282K Hold
2024
Q1
$338K Hold
2023
Q4
$272K Sell
2023
Q3
$214K Hold
2023
Q2
$255K Hold
2023
Q1
$320K Hold
2022
Q4
$288K Sell
2022
Q3
$287K Hold
2022
Q2
$273K Hold
2022
Q1
$411K Hold
2021
Q4
$448K Sell
2021
Q3
$516K Buy
2021
Q2
$304K Sell
2021
Q1
$256K Buy